This morning, I sold all my Google and Facebook stock. Regular readers will know that for a long time my official bio at Business Insider has carried two conflict-of-interest disclaimers, that I own two shares of GOOG and 30 shares of FB.

I've sold the lot because I've recently become convinced that the tech boom has fully boomed, and thus I ought to sell at what appears to be a market top.

First I'll discuss the technical matter of the sale, and then I'll explain what I think is happening with tech stocks more broadly.